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I have detailed information on the financial status on a daily basis. For reporting reasons (done within Tableau) I also want to show the total financial status for the current and previous week, last month and last quarter.
For this i created the down below workflows that give me exactly the required rows:
After the Union, the table format is as follows:
What I am trying to get (probably via Multi-Row Formula?) is a new column that for Record 1 shows me the actual amount (Closing Balance EUR). Each record below that should however be the difference compared to the Closing Balance from row 1.
So row 1 should be a constant within the formula and for all rows below that, the difference should be calculated compared to row 1.
Thank you very much in advance for your help on this!
I think, the Multi-Row Formula approach is the best solution.
The formula could look like this:
IF IsNull([Row-1:Closing Balance EUR]) THEN [Closing Balance EUR] ELSE [Row-1:Closing Balance EUR] - [Closing Balance EUR] ENDIF
The setting "Values for Rows that don't Exist" should be "NULL", so for row 1 (no "Row-1" exists) the IF condition is true and the new field receives the "Closing Balance" value of the current row. For all other rows the difference is calculated. This should work for multiple accounts also (using "Group By").
thank you so much, this exactly what I was trying to do and solved my problem!
@TomWelgemoed & @RolandSchubert Thank you so much for your help on this, the formulas will probably help me on other calculations I have to do as well! For this special case I do however require the difference for each row compared to the first row. I think I should have written this a bit clearer in the problem description.